Monic Financial Group

Monic Financial Group We are a group of certified financial professionals focus on tax, retirement, business and estate pl

一個問題想問您:您嘅錢,而家係幫緊您,定係幫緊政府?慳稅、留住財富、將資產順利傳承下一代——呢三件事,直接影響您同家人嘅財務未來,但大多數人從來冇認真規劃過。5月21號,我哋喺列治文辦一場免費粵語講座,專講慳稅策略同財富傳承規劃。📅 202...
04/30/2026

一個問題想問您:您嘅錢,而家係幫緊您,定係幫緊政府?

慳稅、留住財富、將資產順利傳承下一代——呢三件事,直接影響您同家人嘅財務未來,但大多數人從來冇認真規劃過。

5月21號,我哋喺列治文辦一場免費粵語講座,專講慳稅策略同財富傳承規劃。

📅 2026年5月21日(星期四)· 晚上6:30
📍 列治文,卑詩省
🗣 實體粵語講座

座位有限,唔好等到「下次」——立即鎖定您的位置。

本活動內容僅供參考,不構成任何法律、稅務或財務建議。

https://luma.com/ne1izrjx

So proud and incredibly grateful for this team. A NASDAQ listing doesn’t happen overnight, it’s the result of relentless...
02/04/2026

So proud and incredibly grateful for this team. A NASDAQ listing doesn’t happen overnight, it’s the result of relentless hard work and commitment. Thank you to everyone who made this possible 🚀

💸 Aether Holdings is leveraging decades of market expertise and cutting-edge technology to transform the way investors navigate the markets. 🎊 Proud to welcome you to Nasdaq, $ATHR!

【日期變動通知:實體講座更新】2026 首場理財講座: 深入了解 TFSA 規則與風險​TFSA(免稅儲蓄帳戶)是加拿大人常用的理財工具,但要做到明智投資,了解其背後的稅務規則及相關風險至關重要。​誠邀閣下參加於 1 月 27 日舉辦的小組...
01/15/2026

【日期變動通知:實體講座更新】

2026 首場理財講座: 深入了解 TFSA 規則與風險

​TFSA(免稅儲蓄帳戶)是加拿大人常用的理財工具,但要做到明智投資,了解其背後的稅務規則及相關風險至關重要。

​誠邀閣下參加於 1 月 27 日舉辦的小組廣東話教育講座,內容包括:

​法規概覽: 深入了解加拿大稅務局(CRA)對 TFSA 用途及合資格投資的相關規定。
風險影響: 認識投資波動如何長期影響您的 TFSA 供款額度。
2026 年最新指南: 回顧政府最新的供款限額及行政更新資訊。

活動詳情:
​日期: 2026 年 1 月 27 日(星期二)
​時間: 晚上 7:00 – 9:00 (Check-In: 6:40PM)
​地點: 330 - 6628 River Road, Richmond
​語言: 廣東話

​備註: 現場提供輕量茶點 | 名額有限 | 費用全免

報名方法:
可致電 604-762-6899,或者經以下連結登記:

https://luma.com/dsaqbfbz

Don’t miss our final Financial Education Seminar of the year!Join us next week to learn key strategies in financial plan...
11/11/2025

Don’t miss our final Financial Education Seminar of the year!
Join us next week to learn key strategies in financial planning, tax effectiveness, and practical wealth management tools to prepare for 2026.

Empower yourself with knowledge — limited seats available, so register today to secure your spot!

別錯過我們今年最後一場理財教育講座!

下週與我們一起掌握財務規劃、節稅策略 及 理財工具,為 2026 年做好準備。

提升您的財務知識與信心,名額有限,立即報名!

https://www.facebook.com/share/p/1BcwEToUr2/

GREATER VANCOUVER | 慳稅策略講座

We’re thrilled by the outstanding turnout at our Toronto events! Thank you to Crystal Creek Homes, Equiton, and Millenni...
11/11/2025

We’re thrilled by the outstanding turnout at our Toronto events! Thank you to Crystal Creek Homes, Equiton, and Millennium III Group of Companies for joining us and supporting our mission to advance financial education. It was a valuable opportunity to connect with issuers and investors, share insights, and deepen understanding of private market opportunities.

At Monic, we’re committed to empowering individuals with the knowledge and tools they need to make informed investment decisions. We’re excited to continue fostering financial literacy and collaboration across Canada.

Another great event in Toronto.We love connecting with the community, sharing insights, and helping more people feel con...
09/08/2025

Another great event in Toronto.

We love connecting with the community, sharing insights, and helping more people feel confident about their financial future. Every session reminds us why financial education matters - and why we're committed to making it accessible to all!

【5月31日多倫多理財講座】想學實用嘅理財方法?Monic Financial Group誠邀你參加我哋喺Hilton Markham嘅現場財務講座!兩個時段,兩個主題,幫你掌握理財要訣:📅 日期:2025年5月31日📍 地點:Hilton...
05/08/2025

【5月31日多倫多理財講座】想學實用嘅理財方法?Monic Financial Group誠邀你參加我哋喺Hilton Markham嘅現場財務講座!

兩個時段,兩個主題,幫你掌握理財要訣:

📅 日期:2025年5月31日
📍 地點:Hilton Toronto/Markham Suites
🕙 時間:上午10點 或 下午2點(兩場主題唔同,揀一場或兩場都得)

講座內容超實用:
✅ 如何運用免稅帳戶讓資金穩健成長
✅ 提高退稅的有效方法
✅ 在不增加稅負下增加現金流
✅ 靈活運用理財工具,以最低成本獲得最大效益
無論你係理財新手定有經驗嘅規劃者,呢場講座都啱晒你!名額有限,快啲報名!

Tag你嘅朋友一齊嚟學,留言話我哋知你最想學邊個理財技巧!

🔗 名額有限,立即報名!
https://lu.ma/hoijncj4?utm_source=Monic

#多倫多理財講座 #5月31日 #學理財

🎉 We’re thrilled to share some exciting news! 🎉Three of our incredible advisors have been named Excellence Awardees at t...
04/08/2025

🎉 We’re thrilled to share some exciting news! 🎉

Three of our incredible advisors have been named Excellence Awardees at the Wealth Professional Awards 2025! 🏆✨

Their hard work, dedication, and unwavering commitment to client success truly shine — and this recognition says it all. We couldn’t be prouder of our team!

👏 Join us in congratulating them on this amazing a
---------------------------------------------------
🎉 我們有喜訊要分享!🎉

我們三位出色的理財顧問榮獲 2025年 Wealth Professional Awards 傑出獎(Excellence Awardees)!🏆✨

他們一直以專業、誠信與熱誠服務客戶,這次的榮譽正好肯定了他們的努力與成就。我們為他們感到無比驕傲!

👏 一起為他們送上最熱烈的祝賀吧!

📢 諾一金融全國巡迴講座—卡加利站 4月12日 實體講座!📢💰 想輕鬆掌握財富增值秘訣?減稅、省稅、增加收入,一次學會! 🔥 諾一金融首次登陸卡加利,為你帶來又實用、又有效的財富增值策略!我們專注於幫助家庭穩健增值資產、降低稅務負擔、充分利...
03/27/2025

📢 諾一金融全國巡迴講座—卡加利站 4月12日 實體講座!📢
💰 想輕鬆掌握財富增值秘訣?減稅、省稅、增加收入,一次學會!

🔥 諾一金融首次登陸卡加利,為你帶來又實用、又有效的財富增值策略!我們專注於幫助家庭穩健增值資產、降低稅務負擔、充分利用政府福利,助你用低成本,獲得最大收益!

🌟 重量級講師 Jaclyn 🌟
✅ 專精於財務規劃與資產管理
✅ 熟悉上市與非上市市場
✅ 首位受邀擔任加拿大資本市場協會董事的華人女性

📅 日期:4月12日(星期六)上午10點
📍 地點:Country Hills Golf Club
🎟 名額有限,立即報名!

📞 報名電話:1-888-426-9188
🌐 網站:www.MonicFinancial.com

✨ 諾一金融,助你財富更上一層樓! ✨
📩 叫埋你的朋友,一起把握這次難得機會! 👇👇

Still feeling the International Women’s Day glow! ✨ Did you know Monic Financial Group runs on a majority-female crew? W...
03/13/2025

Still feeling the International Women’s Day glow! ✨ Did you know Monic Financial Group runs on a majority-female crew? We’re hyped to celebrate these powerhouse women who crush it daily.

From leading epic seminars to crafting next-level strategies, they bring bold skills and unstoppable drive—showing women are the core of financial game-changers. Cheers to Monic’s ladies—breaking barriers and owning it, even a week late! 💪

Address

330-6628 River Road
Richmond, BC
V7C0E2

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